Creative Planning

Creative Planning company information, Employees & Contact Information

Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $354 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn’t enough to manage all aspects of your finances, your wealth manager will partner with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management and family office services, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. At Creative Planning, we have all the advice, all the expertise you need, all in-house. Your Team Awaits. Please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024.

Company Details

Employees
1.95K
Address
5454 W 110th St, Overland Park,kansas 66211,united States
Phone
(866) 909-5148
Email
cp****@****ond.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Overland Park, Kansas
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Creative Planning Questions

News

Creative Planning Expands East Coast Footprint With Financial Abundance Acquisition - PR Newswire

Creative Planning Expands East Coast Footprint With Financial Abundance Acquisition PR Newswire

CREATIVE PLANNING TO ACQUIRE SAGEVIEW AND EXPAND FURTHER INTO THE WEALTH AND RETIREMENT SPACE - PR Newswire

CREATIVE PLANNING TO ACQUIRE SAGEVIEW AND EXPAND FURTHER INTO THE WEALTH AND RETIREMENT SPACE PR Newswire

CREATIVE PLANNING NAMES SAGEVIEW PRESIDENT JON UPHAM AS HEAD OF FUTURE COMBINED RETIREMENT SOLUTIONS DIVISION - PR Newswire

CREATIVE PLANNING NAMES SAGEVIEW PRESIDENT JON UPHAM AS HEAD OF FUTURE COMBINED RETIREMENT SOLUTIONS DIVISION PR Newswire

If I Could Only Buy 3 CEFs During This Crash - Seeking Alpha

If I Could Only Buy 3 CEFs During This Crash Seeking Alpha

Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’ - Morningstar

Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’ Morningstar

Creative Planning Takes On Minority Funding From Growth Investor General Atlantic - General Atlantic

Creative Planning Takes On Minority Funding From Growth Investor General Atlantic General Atlantic

Creative Planning Expands California Operations With Grassi Investment Management Acquisition - PR Newswire

Creative Planning Expands California Operations With Grassi Investment Management Acquisition PR Newswire

Creative Planning to Acquire Lockton’s Retirement Plan Business - wealthmanagement.com

Creative Planning to Acquire Lockton’s Retirement Plan Business wealthmanagement.com

Creative Planning Acquires Maxwell Wealth Strategies - PR Newswire

Creative Planning Acquires Maxwell Wealth Strategies PR Newswire

Creative Planning Acquires Mosaic Pacific, Strengthening Hawaii Presence - PR Newswire

Creative Planning Acquires Mosaic Pacific, Strengthening Hawaii Presence PR Newswire

Creative Planning Expands West Coast Presence with Monterey Private Wealth - PR Newswire

Creative Planning Expands West Coast Presence with Monterey Private Wealth PR Newswire

Creative Planning Acquires Krivoshein | McDaniels Financial - PR Newswire

Creative Planning Acquires Krivoshein | McDaniels Financial PR Newswire

Creative Planning Acquires Kowal Investment Group - PR Newswire

Creative Planning Acquires Kowal Investment Group PR Newswire

Creative Planning Acquires TrueWealth - PR Newswire

Creative Planning Acquires TrueWealth PR Newswire

Creative Planning Acquires OptiFour - PR Newswire

Creative Planning Acquires OptiFour PR Newswire

Creative Planning Acquires Lenox Wealth Management - PR Newswire

Creative Planning Acquires Lenox Wealth Management PR Newswire

Creative Planning Acquires Thun Financial Advisors - PR Newswire

Creative Planning Acquires Thun Financial Advisors PR Newswire

Ag Innovation Campus in Crookston shuts down - Valley News Live

Ag Innovation Campus in Crookston shuts down Valley News Live

Missing Retirement Funds? - Memphis Flyer

Missing Retirement Funds? Memphis Flyer

Creative Planning Clarifies Circumstances of Mutual Parting with Tony Robbins - PR Newswire

Creative Planning Clarifies Circumstances of Mutual Parting with Tony Robbins PR Newswire

Creative Planning to Donate $12 Million to Organizations Focused on Social Justice Reform, Access to Education, Financial Literacy, Basic Needs and More - PR Newswire

Creative Planning to Donate $12 Million to Organizations Focused on Social Justice Reform, Access to Education, Financial Literacy, Basic Needs and More PR Newswire

NFP Hires Adviser Calvelli to Retirement Group - planadviser

NFP Hires Adviser Calvelli to Retirement Group planadviser

Navigating The Evolving US Estate Planning Landscape - Family Wealth Report

Navigating The Evolving US Estate Planning Landscape Family Wealth Report

529s, Inheritance, and Roth IRAs for Kids - The White Coat Investor

529s, Inheritance, and Roth IRAs for Kids The White Coat Investor

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